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April 17, 2025 42 mins

If you're grinding through life just to someday 'retire,' you're doing it wrong.

Today, I’m talking with Garrett Gunderson—a best-selling author, speaker, and financial disruptor—about what it really takes to build freedom now, not 30 years down the road.

Garrett’s helped thousands of entrepreneurs grow their wealth without sacrificing their lifestyle. He’s trained top financial professionals, revived the timeless wealth principles of the Rockefellers, and developed practical frameworks that simplify the money game—so you can build wealth on your terms.

In this episode, we break down what Garrett calls The Trifecta—a proven system for becoming financially fit, reaching true independence, and unlocking a level of freedom that's only possible when you change the way you think, not just the way you invest.


In this episode, you’ll learn: 


✅ How to use whole life insurance, trusts, and asset protection to build generational wealth like the Rockefellers.


✅ Why true financial independence starts in your mind—not your bank account.


✅ Garrett’s Trifecta Framework for building wealth, protecting assets, and creating true freedom.


Show Notes: LifestyleInvestor.com/234


Tax Strategy Masterclass

If you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/tax


Strategy Session 

For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultation


The Lifestyle Investor Insider

Join The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insider


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